Retirement plan

ZODIAC SEATS US LLC RETIREMENT SAVINGS & INVESTMENT PLAN FOR HOURLY EMPLOYEES

Name: ZODIAC SEATS US LLC - ZODIAC SEATS US LLC RETIREMENT SAVINGS & INVESTMENT PLAN FOR HOURLY EMPLOYEES (2015) Form 5500
Creator: ZODIAC SEATS US LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ZODIAC SEATS US LLC RETIREMENT SAVINGS & INVESTMENT PLAN FOR HOURLY EMPLOYEES, ZODIAC SEATS US LLC

ZODIAC SEATS US LLCEIN 52-2336242Plan #011PY 2015

2000 WEBER DRIVE - GAINESVILLE, TX 76240940-668-4813

Other plans on this EIN

1 filing

#003Retirement-$50.7M assets

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$23.7M

No prior year

Total participants

1,573

No prior year

Average account balance

$15,083

No prior year

Annual return

0.08%

No prior year

Benchmarks

See 742 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort742 peers

Snapshot2015

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$22.39M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$33K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

681

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

95.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.15M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+9.27%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$38

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
TRAVIS WOLFF, LLP1+ years Filed as: TRAVIS WOLFF Service code 50 · EIN 20-8185533	Direct Payment	$10,379
TROUTMAN SANDERS LLP1+ years Service code 50 · EIN 58-0946915	Direct Payment	$6,941
MERRILL LYNCH PIERCE FENNER & SMITH1+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085	Recordkeeping	$4,825

Plan features & details

Pension benefit codes2F2G2J2T3D3H

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$22K

$16 / participant

Other / not subdivided$22K100.0%

% of EOY assets

0.093%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: TRAVIS WOLFF, LLP
Auditor EIN: 208185533
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$15,083

$71,957-79.0%

$67,652-77.7%

$59,188-74.5%

Participation rate

100.0%

82.7%+17.3pp

75.7%+24.3pp

69.4%+30.6pp

Annual return

0.08%

8.53%-8.4pp

6625.40%-6625.3pp

5.51%-5.4pp

Employer contribution / active EE

$963

$2,432-60.4%

$2,266-57.5%

$2,098-54.1%

Participant deferral / active EE

$1,305

$4,211-69.0%

$3,560-63.4%

$3,265-60.0%

Admin fee / account holder

$14

$64-78.1%

$4,821-99.7%

$92-84.7%

Provider

Service type

Compensation

TRAVIS WOLFF, LLP1+ years

Filed as: TRAVIS WOLFF

Service code 50 · EIN 20-8185533

Direct Payment

$10,379

TROUTMAN SANDERS LLP1+ years

Service code 50 · EIN 58-0946915

Direct Payment

$6,941

MERRILL LYNCH PIERCE FENNER & SMITH1+ years

Filed as: MERRILL LYNCH, PIERCE, FENNER AND S

Service code 15 · EIN 13-5674085

Recordkeeping

$4,825

ZODIAC SEATS US LLC RETIREMENT SAVINGS & INVESTMENT PLAN FOR HOURLY EMPLOYEES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ZODIAC SEATS US LLC RETIREMENT SAVINGS & INVESTMENT PLAN FOR HOURLY EMPLOYEES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion